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Melissa Dickerson, MD Operations & CFO – Genstar Capital (EP.50)

Investment Management Operations

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Navigating Investment Management: Culture, AI, and Reporting Evolution

This chapter explores the intricate relationship between psychology, organizational culture, and technology within the investment industry. It emphasizes the importance of AI in operational due diligence, evolving reporting standards, and effective communication with investors. The discussion also highlights the challenges and opportunities presented by ESG metrics and regional regulations in fundraising strategies.

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